Investment Advisor Representative
William D. Bertran is an Investment Advisor Representative who has served in the financial industry for 26 years.
After earning his BA degree in Management and Finance from the University of Northern Iowa in 1990, William immediately pursued a career in financial services. His ability to help families and small businesses with objective retirement planning, insurance planning and college funding helps contribute to making him a trusted advisor to the clients he serves.
William and his wife, Colette live in Webster City, Iowa where they raised their two daughters, Maddie and Marie. In his free time, William enjoys hunting, fishing, wrestling, attending Bible study and spending time with his family. As an active member of the community, he is a leader in a local chapter of the Fellowship of Christian Athletes, coaches high school wrestling and seventh grade football, and is a Deacon at the Missionary Alliance Church.